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Cherry Tree Wealth Management’s Boeing BA Stock Holding History

Cherry Tree Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Hold
70
– – ﹤0.01% 378
2025
Q4 		$15.2K Hold
70
– – ﹤0.01% 376
2025
Q3 		$15.1K Sell
70
-57
-45% -$12.9K ﹤0.01% 365
2025
Q2 		$26.6K Sell
127
-9
-7% -$1.7K 0.01% 308
2025
Q1 		$23.2K Sell
136
-17
-11% -$2.94K 0.01% 327
2024
Q4 		$27.1K Hold
153
– – 0.01% 302
2024
Q3 		$23.3K Hold
153
– – 0.01% 322
2024
Q2 		$27.8K Hold
153
– – 0.01% 297
2024
Q1 		$29.5K Hold
153
– – 0.01% 292
2023
Q4 		$39.9K Sell
153
-50
-25% -$10.7K 0.01% 254
2023
Q3 		$38.9K Sell
203
-125
-38% -$27.3K 0.01% 246
2023
Q2 		$69.2K Buy
+328
New +$68.1K 0.02% 212

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's BA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Boeing (BA) position steady in Q1 2026 at 70 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Cherry Tree Wealth Management first reported a position in BA in Q2 2023 and has held it in 12 quarters since. The position peaked at $69.2K in Q2 2023. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Cherry Tree Wealth Management held 70 shares of Boeing worth $13.9K as of Q1 2026.
  • Cherry Tree Wealth Management left its Boeing share count unchanged in Q1 2026.
  • Boeing made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #378 holding.
  • Cherry Tree Wealth Management first reported a position in Boeing in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Boeing position peaked at $69.2K in Q2 2023.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.